The Securities and Exchange Commission has not necessarily reviewed the information in this filing and has not determined if it is accurate and complete.
The reader should not assume that the information is accurate and complete.

UNITED STATES SECURITIES AND EXCHANGE COMMISSION
Washington, D.C. 20549
FORM 13F

FORM 13F INFORMATION TABLE
OMB APPROVAL
OMB Number: 3235-0006
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COLUMN 1 COLUMN 2 COLUMN 3 COLUMN 4 COLUMN 5 COLUMN 6 COLUMN 7 COLUMN 8
VALUE SHRS OR SH/ PUT/ INVESTMENT OTHER VOTING AUTHORITY
NAME OF ISSUER TITLE OF CLASS CUSIP FIGI (to the nearest dollar) PRN AMT PRN CALL DISCRETION MANAGER SOLE SHARED NONE
APA CORPORATION COM 03743Q108   278,572 7,764 SH   SOLE   7,764 0 0
ARCHER DANIELS MIDLAND CO COM 039483102   216,660 3,000 SH   SOLE   3,000 0 0
BARRICK GOLD CORP COM 067901108   224,316 12,400 SH   SOLE   12,400 0 0
BHP GROUP LTD SPONSORED ADS 088606108   614,790 9,000 SH   SOLE   9,000 0 0
BUNGE GLOBAL SA COM SHS H11356104   242,280 2,400 SH   SOLE   2,400 0 0
CARRIER GLOBAL CORPORATION COM 14448C104   839,574 14,614 SH   SOLE   14,614 0 0
CF INDS HLDGS INC COM 125269100   405,450 5,100 SH   SOLE   5,100 0 0
CHENIERE ENERGY INC COM NEW 16411R208   24,687,227 144,615 SH   SOLE   144,615 0 0
CHENIERE ENERGY PARTNERS LP COM UNIT 16411Q101   9,324,472 187,276 SH   SOLE   187,276 0 0
CHEVRON CORP NEW COM 166764100   626,472 4,200 SH   SOLE   4,200 0 0
CONOCOPHILLIPS COM 20825C104   417,852 3,600 SH   SOLE   3,600 0 0
CRANE COMPANY COMMON STOCK 224408104   578,886 4,900 SH   SOLE   4,900 0 0
CRANE NXT CO COM 224441105   534,578 9,400 SH   SOLE   9,400 0 0
DEERE & CO COM 244199105   239,922 600 SH   SOLE   600 0 0
DELEK LOGISTICS PARTNERS LP COM UNT RP INT 24664T103   455,832 10,559 SH   SOLE   10,559 0 0
DT MIDSTREAM INC COMMON STOCK 23345M107   1,829,772 33,390 SH   SOLE   33,390 0 0
ENERGY TRANSFER L P COM UT LTD PTN 29273V100   75,714,293 5,486,543 SH   SOLE   5,486,543 0 0
ENLINK MIDSTREAM LLC COM UNIT REP LTD 29336T100   26,479,701 2,177,607 SH   SOLE   2,177,607 0 0
ENTERPRISE PRODS PARTNERS L COM 293792107   57,477,492 2,181,309 SH   SOLE   2,181,309 0 0
ESAB CORPORATION COM 29605J106   500,404 5,777 SH   SOLE   5,777 0 0
EXXON MOBIL CORP COM 30231G102   669,866 6,700 SH   SOLE   6,700 0 0
FORTIVE CORP COM 34959J108   228,253 3,100 SH   SOLE   3,100 0 0
FORTREA HLDGS INC COMMON STOCK 34965K107   244,300 7,000 SH   SOLE   7,000 0 0
FREEPORT-MCMORAN INC CL B 35671D857   492,450 11,568 SH   SOLE   11,568 0 0
FTAI INFRASTRUCTURE INC COMMON STOCK 35953C106   128,370 33,000 SH   SOLE   33,000 0 0
GE HEALTHCARE TECHNOLOGIES I COMMON STOCK 36266G107   974,309 12,601 SH   SOLE   12,601 0 0
GENERAL ELECTRIC CO COM NEW 369604301   204,208 1,600 SH   SOLE   1,600 0 0
GENESIS ENERGY L P UNIT LTD PARTN 371927104   3,141,585 271,294 SH   SOLE   271,294 0 0
GERDAU SA SPON ADR REP PFD 373737105   134,442 27,720 SH   SOLE   27,720 0 0
GLOBAL PARTNERS LP COM UNITS 37946R109   8,260,351 195,234 SH   SOLE   195,234 0 0
GXO LOGISTICS INCORPORATED COMMON STOCK 36262G101   415,888 6,800 SH   SOLE   6,800 0 0
HALEON PLC SPON ADS 405552100   173,702 21,106 SH   SOLE   21,106 0 0
HALLIBURTON CO COM 406216101   260,280 7,200 SH   SOLE   7,200 0 0
HESS MIDSTREAM LP CL A SHS 428103105   7,440,863 235,247 SH   SOLE   235,247 0 0
HF SINCLAIR CORP COM 403949100   1,123,792 20,223 SH   SOLE   20,223 0 0
INTERNATIONAL PAPER CO COM 460146103   307,275 8,500 SH   SOLE   8,500 0 0
KINDER MORGAN INC DEL COM 49456B101   12,109,719 686,492 SH   SOLE   686,492 0 0
KINETIK HOLDINGS INC COM NEW CL A 02215L209   918,567 27,502 SH   SOLE   27,502 0 0
KNIFE RIVER CORP COMMON STOCK 498894104   754,452 11,400 SH   SOLE   11,400 0 0
MARATHON PETE CORP COM 56585A102   890,160 6,000 SH   SOLE   6,000 0 0
MASTERBRAND INC COMMON STOCK 57638P104   579,150 39,000 SH   SOLE   39,000 0 0
MPLX LP COM UNIT REP LTD 55336V100   53,682,841 1,461,951 SH   SOLE   1,461,951 0 0
MUELLER INDS INC COM 624756102   232,261 4,926 SH   SOLE   4,926 0 0
NEWMONT CORP COM 651639106   451,151 10,900 SH   SOLE   10,900 0 0
NGL ENERGY PARTNERS LP COM UNIT REPST 62913M107   4,636,908 832,479 SH   SOLE   832,479 0 0
NUCOR CORP COM 670346105   874,203 5,023 SH   SOLE   5,023 0 0
NUSTAR ENERGY LP UNIT COM 67058H102   12,024,447 643,707 SH   SOLE   643,707 0 0
NUTRIEN LTD COM 67077M108   450,640 8,000 SH   SOLE   8,000 0 0
NVENT ELECTRIC PLC SHS G6700G107   738,448 12,497 SH   SOLE   12,497 0 0
ONEOK INC NEW COM 682680103   18,100,960 257,775 SH   SOLE   257,775 0 0
OTIS WORLDWIDE CORP COM 68902V107   841,018 9,400 SH   SOLE   9,400 0 0
PHILLIPS 66 COM 718546104   332,850 2,500 SH   SOLE   2,500 0 0
PHINIA INC COMMON STOCK 71880K101   227,175 7,500 SH   SOLE   7,500 0 0
PLAINS ALL AMERN PIPELINE L UNIT LTD PARTN 726503105   49,441,389 3,263,458 SH   SOLE   3,263,458 0 0
RELIANCE STEEL & ALUMINUM CO COM 759509102   279,680 1,000 SH   SOLE   1,000 0 0
RIO TINTO PLC SPONSORED ADR 767204100   610,572 8,200 SH   SOLE   8,200 0 0
SOCIEDAD QUIMICA Y MINERA DE SPON ADR SER B 833635105   222,814 3,700 SH   SOLE   3,700 0 0
SOUTHERN COPPER CORP COM 84265V105   352,887 4,100 SH   SOLE   4,100 0 0
SPDR GOLD TR GOLD SHS 78463V107   630,861 3,300 SH   SOLE   3,300 0 0
STEEL DYNAMICS INC COM 858119100   642,110 5,437 SH   SOLE   5,437 0 0
SUBURBAN PROPANE PARTNERS L UNIT LTD PARTN 864482104   3,683,868 207,425 SH   SOLE   207,425 0 0
SUNCOKE ENERGY INC COM 86722A103   206,208 19,200 SH   SOLE   19,200 0 0
SUNCOR ENERGY INC NEW COM 867224107   205,056 6,400 SH   SOLE   6,400 0 0
SUNOCO LP/SUNOCO FIN CORP COM UT REP LP 86765K109   14,503,060 242,000 SH   SOLE   242,000 0 0
TARGA RES CORP COM 87612G101   24,891,643 286,539 SH   SOLE   286,539 0 0
TECK RESOURCES LTD CL B 878742204   685,535 16,218 SH   SOLE   16,218 0 0
UNITED STATES STL CORP NEW COM 912909108   569,205 11,700 SH   SOLE   11,700 0 0
VALERO ENERGY CORP COM 91913Y100   260,000 2,000 SH   SOLE   2,000 0 0
VERALTO CORP COM SHS 92338C103   411,300 5,000 SH   SOLE   5,000 0 0
VESTIS CORPORATION COM SHS 29430C102   532,728 25,200 SH   SOLE   25,200 0 0
VONTIER CORPORATION COM 928881101   587,350 17,000 SH   SOLE   17,000 0 0
WESTERN MIDSTREAM PARTNERS L COM UNIT LP INT 958669103   40,687,815 1,390,561 SH   SOLE   1,390,561 0 0
WESTLAKE CORPORATION COM 960413102   223,936 1,600 SH   SOLE   1,600 0 0
WILLIAMS COS INC COM 969457100   12,887,100 370,000 SH   SOLE   370,000 0 0